About Jamie
I joined the company in July 2023. My role revolves around utilising over 18 years of experience within the banking and financial industries to craft bespoke investment solutions for my clients. I thoroughly enjoy getting to know my clients on a personal level, understanding their financial objectives, and building tailored portfolios to help them achieve their goals and aspirations. For me, the client and their goals are at the heart of everything I do.
I am a Chartered Fellow of the Chartered Institute for Securities & Investment and am Vice President of the IOM committee. I have completed the Investment Advice Diploma, the Private Client Investment Advice and Management exam, as well as the Certificate in Advanced Financial Planning. I was also recognised in 2020 in Citywealth's Future Leaders awards and then in 2022 I was included in their Top 40 Under 40 listing.